Die Evotec AG hat sich auf der European Conference der Berenberg Bank präsentiert. Die Berenberg-Analysten haben den Vortrag von CEO Werner Lanthaler zusammengefasst:

Biotechnology
Hold; PT: EUR16.00;

Evotec was represented at our European Conference by CEO Werner Lanthaler, who gave a confident message about the positive momentum the company has enjoyed over the past 18 months. Dr Lanthaler said that the company is exactly where management wants it to be, suggesting that we should expect a near-term focus on organic growth and a slowdown of accretive M&A.

Execute segment driving growth: Dr Lanthaler gave an overview of the Execute segment, which is the lifeblood of the business, providing discovery, pre-clinical and investigational new drug (IND) services to the wider pharma and biotech industry. There is little doubt that Evotec is well positioned to benefit from increasing R&D outsourcing, particularly following the recent acquisition of Aptuit, and will improve on the strong revenue and EBITDA growth we have seen so far.

Aptuit acquisition enhanced competitive position: While Dr Lanthaler did not focus on the recent Aptuit acquisition much in his presentation, it was clear from the snapshot of Evotec’s expanded service